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Reports > AAP Reports

REGULAR PLAN STEPS

Select View Format

Under View Reports In, select a format. Reports can be viewed in either HTML or PDF format.

Determine Global Settings

If you click the [Global Settings] button in the View Reports In header, you can select options for all report footers, including:

Suppress Statistical Footnotes Include Date Footer (Enter) Custom Footer Determine Report Group and Calculation Settings

(Where available) Click the cog [Group Settings] icon, located in the Report Group header, to view options available for that group (e.g., Run by Job Group, Insert Page Breaks Between Departments). Other options include displaying or hiding fields associated with the particular report.

Click the calculate [Calculations Settings] icon, located in the Report Group header, to access previously determined statistical settings related to the group. If changes are to be made, please review these instructions: Plan Settings and External Availability Calculations.

Select Reports

At the top of the Select Reports page are text buttons for selecting multiple reports, including:

Select All – Selects all reports, including Narratives Select None – Deselects any selected reports Select Primary and Support – Selects the reports required for an AAP, plus the reports showing supporting documentation and calculations (e.g., Adverse Impact) Select Primary – Selects the required reports for an AAP that will accompany the Minority/Female , IWD, and Veteran narratives Select Support Reports – Limits the selection to those reports showing supporting documentation and calculations You can select an individual report or add a report to a current selection of reports by checking it. You can also check the box next to a Report Group header to select that group of reports.

Quick Tip: Choose [Save] from the lower toolbar to save current selections so that they will be selected by default on return to Select Reports.

Select a Complete AAP

From the upper text buttons, choose Select Primary Select the Narratives*

Check off the Narratives Report Group to include any supporting documents you uploaded, using Manage Supporting Documents. View a Report or a Graph

Click the report [View Report] icon next to the desired report to open the report in a new browser window.

(For reports in PDF format) To save or print the report from this window, use the Acrobat tools.

Quick Reminder: Reports can be exported in PDF, Word, Excel, or text format. See: Reports>Export Settings.

(Where available) Click the graph [View Graph] icon next to the desired report.

Export Reports

After making report selections, choose [Export Reports] from the lower toolbar.

Note: If the report or plan is large, you can run the export in the background, using the provided prompt.

When the system has compiled the export, a green message bar will display, with a link to: click here to download. Save the file(s) to your computer. The selected reports will be formatted, based on selections made in Reports>Export Settings.

Note: Depending on the browser and file type settings, you may use native software or computer tools to open or save the report (s).

Save Custom Report Groups

Refer to: System Tools

MASTER PLAN SETTINGS

Running Reports for All Sub Plans

See the Filter section for instructions on how to set your master plan to run reports for some or all of your sub plans simultaneously.

Cascading Settings

The global and group specific settings can be carried down to the sub plans by selecting Yes under Cascade to Sub Plans, then selecting the sub plans which should be updated to match the chosen settings.